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The candidate has expertise in asset management, endpoint management systems (i.e. Microsoft InTune, SCCM, Manage Engine products, and JAMF), and is comfortable administering all aspects of IT asset management including purchasing, asset tracking, endpoint inventory management, imaging, and decommissioning.
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The Financial Services Group is seeking to support its quickly growing Asset and Wealth Management practice with an experienced Investment Banking Associate or Vice President. Houlihan Lokey's Asset and Wealth Management practice within the Financial Services Group offers M&A, capital raising, valuation, and corporate restructurings advice to public and private companies.
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Under direction of the Director of Asset Management, supervises and manages the execution of contractual maintenance obligations at (2) water reclamation facilities in accordance with the safest and most efficient standards and practices.
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Working knowledge of funding and liquidity risk, collateral management, asset and liability management, intraday liquidity and cash management, funds transfer pricing, and interest rate risk.
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Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred. Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities.
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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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Serve as primary business owner of Office of the Comptroller of the Currency (“OCC”) annual fiduciary exam, including the Asset Management exam, and the fiduciary components of other CBNA regulatory exams.
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Interpret and apply fiduciary industry trends and be an ambassador for the Bank in the fiduciary wealth management industry and the marketplace. Responsible for the fiduciary management and execution on CBNA’s KYC requirements, including AML, BSA and EDD requirements and CBNA’s Privacy policy.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearExpandUpdated 11 days ago - UpvoteDownvoteShare Job
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The Wealth Management Associate is an integral part of Park Avenue Securities. Be responsible for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and parse out Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth Management training to groups of FRs (and agency management) via Video Conference.
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Works closely with Chief Investment Officer, Investment Officers and Wealth Management Officers and clients to ensure that account assets are invested appropriately according to terms of their governing documents and the client’s objectives while taking into consideration tax implications and risk tolerance levels.
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FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
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The Private Client Senior Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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Working in close coordination with technical teams and cross-functional stakeholders (e.g., Finance & Accounting, Procurement, Information Security), the IT Asset Manager establishes, enforces, monitors, and continuously improves asset management processes, standards, and controls.
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Experience with other applications such as Bloomberg, Refinitiv Eikon, MS Access, and project management tools would also be considered an asset. Maintaining and expanding coverage of industry (domestic and international) investment trends across institutional asset management, ESG and sustainable investing, and other relevant market and global trends.
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wealth management asset jobs Company: Cadence
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